Krashonda Gray is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Fidelity Investments, Wells Fargo Clearing Services, and Wells Fargo Bank. Outside of finance, she owns and operates an interior design business based in Atlanta. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and advisory programs supported by structured discovery processes and firm-approved planning tools.

Agustin Hays is a financial advisor at Morgan Stanley in Atlanta, GA, with three years of industry experience. He holds Series 63 and Series 66 licenses and has previous experience at J.P. Morgan Securities and JP Morgan Chase Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in assets and employs a structured financial planning process that includes firm-approved tools and modeling techniques.

Michael Medlock Jr. is a financial advisor at Mass Mutual Investors Services with three years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Mass Mutual entities since 2025. Outside of his advisory role, he is president of Medlock Industries, Inc., a pass-through entity managing residual income from previous business interests. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, with a focus on collaborative, goal-oriented planning using firm-approved analytical tools.

Charles Mutz is a financial advisor with Raymond James & Associates in Atlanta, GA, holding a Series 63 designation and 27 years of industry experience. He has been with Raymond James & Associates since 2016 and has been involved with Turo since 2023. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services supported by a range of portfolio management styles and affiliated research.

Judy Wimpey is a financial advisor at Morgan Stanley in Atlanta, GA, holding a Series 63 designation with 39 years of industry experience. She has been with Morgan Stanley and its affiliated entities since 2003, including her current role since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by firm-approved tools and research from its Global Investment Committee.

Alexander Shindnes is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in corporate retirement and benefit plans, stock options and equity awards, as well as wealth planning strategies. Alexander has over ten years of experience in the financial services industry, including expertise in sales strategy, and has been part of the Global Corporate & Institutional Advisory Services team since 2014. He holds a Bachelor's Degree from Arcadia University and maintains the Personal Investment Advisor (PIA) designation. Fluent in Russian and English, Alexander works closely with clients to develop personalized financial strategies aimed at pursuing their long-term goals. He is also actively involved in community volunteering, aligning with Merrill’s tradition of community participation.

Robert Hickey Jr. is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 credentials and two years of industry experience. He has been associated with Wells Fargo Bank, N.A. since 2011. Outside of his advisory role, he sells sneakers on eBay as a separate business activity. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Scott Serafin is a financial advisor at RBC Capital Markets with 19 years of industry experience. He holds the Series 66 designation and previously worked for 15 years at UBS Financial Services Inc. He is co-owner of Graystone Square Investments LLC, a partnership formed to invest in a restaurant. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, complemented by RBC’s capital-markets and affiliated asset management capabilities.

Lindsay Belton Paugh is a financial advisor with UBS Financial Services in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has been with UBS since 2015. Outside of her advisory role, she serves as Chair of the Finance Committee at the First Church of Christ Scientist in Atlanta, where she assists with annual budgeting and financial reviews. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining proprietary research and model-based asset allocations to tailor investment plans. The firm integrates institutional trading capabilities with wealth management services and provides a broad platform that includes custody, underwriting, and capital markets services.

Hayden Duffield is a financial advisor with Mass Mutual Investors Services in Atlanta, GA. He holds the Series 66 designation and has one year of industry experience. Prior to his current role, Duffield has worked in various positions across multiple sectors including education and retail. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative, annual financial planning engagements supported by advanced analytical tools and offers a range of investment programs and educational seminars.

Carson Rowland is a financial advisor with Mass Mutual Investors Services in Atlanta, GA. He holds a Series 66 designation and has been with Mass Mutual Investors Services since 2024. Prior to joining the financial industry, he worked in the automotive and retail sectors and has teaching experience at Kennesaw State University and local schools. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars with a focus on collaborative, goal-based planning and a range of investment and event-driven planning services.

James Fleming is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Havener Capital Partners, Edward Jones, Alps Distributors, Inc., and Caldwell & Orkin. Fleming is currently based in Atlanta, GA. Morgan Stanley Wealth Management provides a wide array of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and comprehensive asset management services.

Foster Harrison is a financial advisor with Morgan Stanley in Atlanta, GA, holding Series 65 and Series 66 licenses with three years of industry experience. He previously worked at Apollon Wealth Management, LLC and has a background that includes real estate through CRP Real Estate, LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs for individuals and institutional clients, including customized financial planning supported by firm-approved tools and methodologies.

Carlos Rodriguez is a financial advisor at Merrill with three years of industry experience and holds a Series 66 designation. His prior work includes roles at Bank of America and PNC Bank, as well as six years at United Cellular Inc. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jordan Tice is a financial advisor with Mass Mutual Investors Services in Atlanta, GA, holding Series 63 and Series 66 designations and two years of industry experience. Prior to joining Mass Mutual, he worked for the Dekalb County School System for ten years. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, wrap and money-manager programs, and educational seminars.

Nathan Deckert is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior work includes roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated, the University of Florida, and Chick-fil-A. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kyle McClanahan is a Vice President and Financial Consultant at Fidelity Investments, where he currently partners with individuals and families to develop customized plans aimed at growing and protecting their wealth. He focuses on building strong client relationships to fully understand their goals and preferences, assisting them in working towards their financial and retirement objectives. Kyle has been with Fidelity Investments since 2018, progressing through roles including Financial Consultant, Investment Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, he worked at Oppenheimer & Co. Inc. as an Associate, Financial Advisor and Associate, Research Sales from 2014 to 2018.

William Bullock is a financial advisor with J.P. Morgan Securities in Atlanta, GA, holding Series 63 and Series 66 licenses and five years of industry experience. He is also the owner of Gray Fidelity Investments LLC, a business involved in 3D printing and retail of printed objects. Additionally, Bullock works as a skateboarding instructor with GoSkate and provides rideshare services through Uber. J.P. Morgan Securities delivers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The program employs a centralized due diligence process combining quantitative and qualitative research to build model allocations and incorporates an ESG eligibility framework in its recommendations.

Tiffanie Sojourner is a financial advisor with RBC Capital Markets based in Atlanta, GA, holding Series 63 and Series 65 licenses and possessing 13 years of industry experience. Her career includes prior roles at Morgan Stanley and UBS Financial Services. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, with an emphasis on customization and integrated capital markets capabilities.

Gary Jones is a financial advisor with Merrill in Atlanta, GA, holding a Series 66 designation and 20 years of industry experience. His career includes roles at Bank of America, Merrill, E*Trade Capital Management, Ameriprise, and UBS Financial Services. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional entities, with portfolio implementation varying by strategy and incorporating tactical asset allocation and tax-aware options.